M. Fin Planning, B.Sc (Actuarial Science)
Michael contributes to our strategic advice process through in-depth research, technical advice to the adviser team and comprehensive financial modelling.
Michael is a key member of the team delivering research and financial outcomes modelling for new clients introduced to our company. He guides them through the implementation of strategic advice, incorporating superannuation, self-managed superannuation, GESB West State and Gold State, UK Pensions, estate planning and insurance recommendations. Michael also oversees many of our compliance requirements, and is a Responsible Manager on our Australian Financial Services Licence, EFG Advice Australia.
Commencing his career as a Technical Adviser in one of Perth’s largest financial services companies in 2008, Michael’s experience in over a decade in financial planning has covered the entire end to end financial advice process, from strategy development, presentation and implementation and managing and advising a broad portfolio of clients.
After completing his Bachelor of Science (Actuarial Science) at Curtin University, he immediately enrolled in and completed his Masters in Financial Planning also at Curtin. Demonstrating Michael’s drive for continual education, he has also recently completed a Graduate Certificate of Policy and Development at Murdoch University.Message Us